See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,940 | $101,317-34.9% | $146,958-55.1% | $74,495-11.5% |
| Participation rate | 51.5% | 75.5%-24.0pp | 82.2%-30.6pp | 67.2%-15.7pp |
| Annual return | 16.72% | 8730.91%-8714.2pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,145 | $7,303-2.2% | $8,070-11.5% | $4,346+64.4% |
| Admin fee / account holder | $5,455 | $1,739+213.7% | $12,998-58.0% | $1,942+180.9% |